We have a few different ways for how receipts can be uploaded to Expensify. By far the easiest, is SmartScan with your iPhone or Android device. Snap a picture, and forget about it!
However you can also forward receipts directly into Expensify to email@example.com for SmartScanning - this is great for email receipts you receive from airline companies and electronic receipts.
The final way is to directly upload receipts through the Receipts tab or by dragging and dropping the receipt file into Expensify.
Let SmartScan Do The Work For You!
Nobody likes typing or waiting for scans to finish; just snap it and forget it! It'll be auto-reported upon completion and auto-submitted that same night if your policy has Scheduled Submit enabled. Just scan your receipts immediately after making the purchase, and let us take care of them for you!
Read more about SmartScan if you fancy.
SmartScan with your Android or iOs Device
To take a SmartScan photo with your mobile app, tap the green camera button, point and shoot!
Email Receipts to Expensify
All receipts that are in your email, such as airline, rental car or hotel confirmations etc. can be forwarded to firstname.lastname@example.org. From here, they will be SmartScanned and an expense will be created for you!
Emailing in receipts is also good for when you have many receipts that need to be uploaded to your account. Just add all of the receipts as email attachments and send them off to us.
All of the receipt images will be processed and added to your account via SmartScan. Make sure to send the receipts from the email address that is listed on your Expensify account.
Note: If you are sending in a receipt on behalf of someone you are a wingman for, simply put their email address in the subject of the email so that we know to apply it to that person's account.
Any receipt itineraries that are forwarded will automatically be classified as trips. This feature provides you with an all-in-one app for your travel expense reporting needs.
When a travel receipt/itinerary is uploaded into Expensify, the trips section of the mobile app will automatically make your trip information available to you:
These are the specific types of files you can send:
- Picture attachments - Send in pictures of receipts as a GIF, JPG, PNG, or PDF and we’ll add them to your list of unattached receipts
- Text/HTML email - Send in text email or HTML receipts (such as airline e-ticket itineraries or rental car contracts) and we’ll convert them into images that work just like all other receipts.
- Documents - Send in Microsoft Word, RTF, or PDF documents to convert them to receipt images.
You can also drag and drop the receipt file into your account. Or navigate to the Receipts tab, click Import From and choose the receipt file's location.
Expensify Guaranteed eReceipts (U.S only) can be imported directly from your bank account — this means you can ignore paper receipts entirely, no typing and no SmartScanning required.
These are full digital replacements of their paper equivalents for purchases of $75 or less. eReceipts are only provided for automatically imported transactions that are in US Dollars. Also, we can’t provide an eReceipt for purchases on lodging, for example at hotels and motels.
eReceipts are a policy feature (not available on the free version of the software) and admins can choose to turn these on or off for policy members by going to Admin > Policies > [Select policy name] > Expense Basics
Note: Many banks do not provide complete or accurate category information, so we might at times mis-identify merchants and erroneously generate an invalid eReceipt for hotel purchases. Similarly, you are free to re-categorize expenses, possibly causing us to generate an invalid eReceipt for a purchase made at a hotel. In either case, our Expensify eReceipt Guarantee does not cover purchases of lodging at hotels and motels.
Expensify eReceipts meet the requirements for IRS Documentation as per Publication 463.
The Receipt is in, What's Next?
Your receipt has been added to Expensify and entered as an expense either by SmartScan or manually. The next step is to add this expense to a report and submit it to your manager, if Scheduled Submit is not already taking care of this for you!